+46.3%
GBLI price history and return analytics
+368.9%
-322.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.8% |
| 7D | -2.8% | -1.1% | -1.7% | -1.9% |
| 30D | +5.2% | -1.0% | +6.2% | +6.3% |
| 3M | +15.8% | +3.2% | +12.6% | +12.3% |
| 6M | +2.4% | +12.5% | -10.1% | -8.7% |
| YTD | +6.7% | +14.1% | -7.4% | -6.2% |
| 1Y | +6.1% | +18.9% | -12.8% | -10.5% |
| 3Y | -4.5% | +74.1% | -78.6% | -45.1% |
| 5Y | +36.3% | +66.9% | -30.6% | -22.5% |
| 10Y | +43.1% | +228.3% | -185.2% | -60.1% |
| All | +46.3% | +368.9% | -322.7% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling